|
Avg. Annual Total Returns at NAV (%)
|
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year
|
3 Year
|
5 Year
|
10 Year
|
Lifetime
2
|
Standard Deviation 3 Year
3
|
Expense Ratio 4
|
||||
| Fund Name/Symbol | Objective |
As of 2/28/25
|
As of 2/28/25 | Gross | ||||||
| American Funds 2065 Target Date Retirement Fund® Class F-2 FBMTX | Retirement Target Date | 12.78% | 8.23% | -- | -- |
14.95%
3/27/20 |
15.06 | 0.48% | ||
| American Funds The Growth Fund of America® Class F-2 GFFFX | Growth | 19.32% | 12.76% | 16.52% | 13.57% |
13.80%
11/30/73 |
19.19 | 0.40% | ||
| American Funds Fundamental Investors® Class F-2 FINFX | Growth & Income | 17.41% | 12.76% | 15.25% | 12.05% |
12.55%
8/1/78 |
16.59 | 0.38% | ||
| American Funds Growth Portfolio Class F-2 GWPEX | Portfolio Series | 14.12% | 9.56% | 13.14% | 10.48% |
12.42%
5/18/12 |
17.68 | 0.47% | ||
| American Funds New Perspective Fund® Class F-2 ANWFX | Growth | 14.62% | 8.66% | 13.56% | 11.16% |
12.25%
3/13/73 |
17.39 | 0.52% | ||
| American Funds Investment Company of America® Class F-2 ICAFX | Growth & Income | 20.11% | 14.65% | 17.11% | 11.99% |
12.24%
1/2/34 |
15.79 | 0.37% | ||
| American Funds 2070 Target Date Retirement Fund Class F-2 FBAJX | Retirement Target Date | -- | -- | -- | -- |
12.19%
5/3/24 |
-- | 0.45% | ||
| American Funds Washington Mutual Investors Fund Class F-2 WMFFX | Growth & Income | 17.59% | 12.15% | 15.57% | 11.80% |
12.00%
7/31/52 |
14.19 | 0.37% | ||
| American Funds AMCAP Fund® Class F-2 AMCFX | Growth | 13.23% | 9.73% | 13.00% | 10.83% |
11.58%
5/1/67 |
18.00 | 0.45% | ||
| American Funds American Mutual Fund® Class F-2 AMRFX | Growth & Income | 16.89% | 9.56% | 12.88% | 9.98% |
11.56%
2/21/50 |
13.18 | 0.38% | ||
| American Funds The New Economy Fund® Class F-2 NEFFX | Growth | 16.68% | 10.13% | 12.48% | 11.15% |
11.44%
12/1/83 |
16.87 | 0.52% | ||
| American Funds Global Growth Portfolio Class F-2 PGWFX | Portfolio Series | 11.66% | 7.41% | 11.19% | 9.06% |
10.90%
5/18/12 |
16.94 | 0.55% | ||
| American Funds The Income Fund of America® Class F-2 AMEFX | Equity-Income | 16.39% | 6.72% | 9.42% | 7.21% |
10.57%
11/30/73 |
11.56 | 0.37% | ||
| American Funds 2055 Target Date Retirement Fund® Class F-2 FBJTX | Retirement Target Date | 12.83% | 8.21% | 11.57% | 9.36% |
10.54%
2/1/10 |
15.03 | 0.48% | ||
| American Funds American Balanced Fund® Class F-2 AMBFX | Balanced | 14.43% | 7.70% | 9.80% | 8.40% |
10.46%
7/25/75 |
11.77 | 0.35% | ||
| American Funds Capital World Growth and Income Fund® Class F-2 WGIFX | Growth & Income | 13.08% | 8.91% | 11.59% | 8.37% |
10.36%
3/26/93 |
15.98 | 0.52% | ||
| American Funds Growth and Income Portfolio Class F-2 GAIEX | Portfolio Series | 13.67% | 8.36% | 11.39% | 8.72% |
10.23%
5/18/12 |
13.68 | 0.44% | ||
| American Funds EuroPacific Growth Fund® Class F-2 AEPFX | Growth | 6.95% | 3.84% | 6.99% | 5.55% |
9.92%
4/16/84 |
17.33 | 0.57% | ||
| American Funds 2060 Target Date Retirement Fund® Class F-2 FBKTX | Retirement Target Date | 12.72% | 8.20% | 11.53% | -- |
9.53%
3/27/15 |
15.10 | 0.48% | ||
| American Funds SMALLCAP World Fund® Class F-2 SMCFX | Growth | -1.10% | -0.66% | 6.45% | 7.29% |
9.18%
4/30/90 |
18.90 | 0.76% | ||
| American Funds Global Insight Fund Class F-2 AGVGX | Growth | 11.46% | 7.73% | 10.56% | 8.83% |
8.99%
4/1/11 |
15.28 | 0.54% | ||
| American Funds Moderate Growth and Income Portfolio Class F-2 BLPEX | Portfolio Series | 12.36% | 6.41% | 9.08% | 7.46% |
8.89%
5/18/12 |
12.21 | 0.45% | ||
| American Funds Capital Income Builder® Class F-2 CAIFX | Equity-Income | 15.73% | 6.75% | 8.59% | 6.03% |
8.80%
7/30/87 |
12.08 | 0.38% | ||
| American Funds 2050 Target Date Retirement Fund® Class F-2 FBITX | Retirement Target Date | 13.13% | 8.23% | 11.66% | 9.41% |
8.16%
2/1/07 |
14.82 | 0.46% | ||
| American Funds 2045 Target Date Retirement Fund® Class F-2 FBHTX | Retirement Target Date | 13.23% | 8.18% | 11.62% | 9.36% |
8.12%
2/1/07 |
14.60 | 0.45% | ||
| American Funds 2040 Target Date Retirement Fund® Class F-2 FBGTX | Retirement Target Date | 13.12% | 7.94% | 11.38% | 9.19% |
8.03%
2/1/07 |
14.15 | 0.44% | ||
| American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-2 TXIFX | Portfolio Series | 11.15% | 6.31% | 7.48% | 6.70% |
7.88%
5/18/12 |
10.38 | 0.43% | ||
| American Funds Retirement Income Portfolio - Enhanced Class F-2 FGFWX | Retirement Income Portfolio Series | 13.86% | 6.70% | 8.76% | -- |
7.76%
8/28/15 |
11.49 | 0.42% | ||
| American Funds New World Fund® Class F-2 NFFFX | Growth | 6.41% | 3.47% | 7.19% | 6.30% |
7.68%
6/17/99 |
15.35 | 0.68% | ||
| American Funds 2035 Target Date Retirement Fund® Class F-2 FBFTX | Retirement Target Date | 12.34% | 6.87% | 10.34% | 8.58% |
7.67%
2/1/07 |
12.97 | 0.42% | ||
| American Funds American High-Income Trust® Class F-2 AHIFX | Bond | 11.03% | 5.65% | 6.23% | 5.14% |
7.50%
2/19/88 |
7.86 | 0.43% | ||
| American Funds Conservative Growth and Income Portfolio Class F-2 INPEX | Portfolio Series | 12.56% | 5.67% | 7.49% | 6.10% |
7.12%
5/18/12 |
9.98 | 0.40% | ||
| American Funds 2030 Target Date Retirement Fund® Class F-2 FBETX | Retirement Target Date | 11.62% | 5.85% | 8.80% | 7.53% |
7.08%
2/1/07 |
11.76 | 0.42% | ||
| American Funds The Bond Fund of America® Class F-2 ABNFX | Bond | 5.90% | -0.44% | 0.32% | 1.91% |
6.79%
5/28/74 |
7.82 | 0.36% | ||
| American Funds International Growth and Income Fund Class F-2 IGFFX | Growth & Income | 8.39% | 5.19% | 7.49% | 4.84% |
6.65%
10/1/08 |
16.22 | 0.65% | ||
| American Funds Retirement Income Portfolio - Moderate Class F-2 FHFWX | Retirement Income Portfolio Series | 12.69% | 5.13% | 7.11% | -- |
6.60%
8/28/15 |
10.50 | 0.40% | ||
| American Funds 2025 Target Date Retirement Fund® Class F-2 FBDTX | Retirement Target Date | 11.19% | 4.99% | 7.66% | 6.66% |
6.41%
2/1/07 |
10.66 | 0.39% | ||
| American Funds Global Balanced Fund Class F-2 GBLFX | Balanced | 9.46% | 4.47% | 6.70% | 5.27% |
6.16%
2/1/11 |
12.42 | 0.58% | ||
| American Funds International Vantage Fund Class F-2 AIVFX | Growth | 6.99% | 5.40% | 7.80% | 6.31% |
6.09%
4/1/11 |
17.06 | 0.64% | ||
| American Funds Tax-Exempt Bond Fund® Class F2 TEAFX | Tax-Exempt Bond | 3.92% | 1.26% | 0.93% | 2.45% |
5.82%
10/3/79 |
7.18 | 0.35% | ||
| American Funds 2020 Target Date Retirement Fund® Class F-2 FBCTX | Retirement Target Date | 11.37% | 4.76% | 6.89% | 6.01% |
5.78%
2/1/07 |
10.11 | 0.39% | ||
| American Funds 2015 Target Date Retirement Fund® Class F-2 FBBTX | Retirement Target Date | 11.05% | 4.45% | 6.52% | 5.61% |
5.48%
2/1/07 |
9.54 | 0.39% | ||
| American Funds Retirement Income Portfolio - Conservative Class F-2 FDFWX | Retirement Income Portfolio Series | 11.02% | 3.34% | 5.24% | -- |
5.33%
8/28/15 |
9.32 | 0.40% | ||
| American Funds 2010 Target Date Retirement Fund® Class F-2 FBATX | Retirement Target Date | 11.15% | 4.39% | 6.16% | 5.30% |
5.19%
2/1/07 |
8.97 | 0.38% | ||
| American High-Income Municipal Bond Fund® Class F-2 AHMFX | Tax-Exempt Bond | 7.30% | 2.36% | 2.10% | 3.84% |
5.16%
9/26/94 |
8.76 | 0.43% | ||
| American Funds Tax-Exempt Fund of California® Class F-2 TEFEX | Tax-Exempt Bond | 4.00% | 1.30% | 0.88% | 2.44% |
4.95%
10/28/86 |
7.67 | 0.38% | ||
| American Funds Capital World Bond Fund® Class F-2 BFWFX | Bond | 2.28% | -2.87% | -1.97% | 0.33% |
4.94%
8/4/87 |
10.42 | 0.60% | ||
| American Funds U.S. Government Securities Fund® Class F-2 GVTFX | Bond | 5.75% | -1.08% | 0.05% | 1.40% |
4.85%
10/17/85 |
7.43 | 0.39% | ||
| American Funds Multi-Sector Income Fund Class F-2 MIAYX | Bond | 9.04% | 3.63% | 3.72% | -- |
4.71%
3/22/19 |
7.68 | 0.48% | ||
| American Funds Intermediate Bond Fund of America® Class F-2 IBAFX | Bond | 6.32% | 1.24% | 1.30% | 1.79% |
4.19%
2/19/88 |
5.13 | 0.39% | ||